Windsor Wealth Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $231K | Sell |
3,330
-200
| -6% | -$13.9K | 0.04% | 141 |
|
|
2023
Q2 | $257K | Hold |
3,530
| – | – | 0.05% | 140 |
|
|
2023
Q1 | $249K | Hold |
3,530
| – | – | 0.05% | 138 |
|
|
2022
Q4 | $240K | Buy |
+3,530
| New | +$240K | 0.05% | 140 |
|
|
2022
Q3 | – | Sell |
-3,538
| Closed | -$221K | – | 152 |
|
|
2022
Q2 | $221K | Sell |
3,538
-1,332
| -27% | -$83.2K | 0.06% | 144 |
|
|
2022
Q1 | $309K | Sell |
4,870
-140
| -3% | -$8.88K | 0.06% | 185 |
|
|
2021
Q4 | $333K | Buy |
5,010
+154
| +3% | +$10.2K | 0.06% | 180 |
|
|
2021
Q3 | $283K | Hold |
4,856
| – | – | 0.06% | 184 |
|
|
2021
Q2 | $303K | Hold |
4,856
| – | – | 0.07% | 172 |
|
|
2021
Q1 | $284K | Sell |
4,856
-1,065
| -18% | -$62.3K | 0.07% | 172 |
|
|
2020
Q4 | $346K | Buy |
5,921
+836
| +16% | +$48.9K | 0.09% | 158 |
|
|
2020
Q3 | $281K | Sell |
5,085
-61
| -1% | -$3.37K | 0.08% | 166 |
|
|
2020
Q2 | $263K | Sell |
5,146
-1,177
| -19% | -$60.2K | 0.08% | 163 |
|
|
2020
Q1 | $317K | Sell |
6,323
-346
| -5% | -$17.3K | 0.13% | 140 |
|
|
2019
Q4 | $367K | Buy |
6,669
+641
| +11% | +$35.3K | 0.14% | 144 |
|
|
2019
Q3 | $325K | Sell |
6,028
-462
| -7% | -$24.9K | 0.14% | 140 |
|
|
2019
Q2 | $355K | Buy |
6,490
+2,348
| +57% | +$128K | 0.16% | 139 |
|
|
2019
Q1 | $207K | Buy |
+4,142
| New | +$207K | 0.12% | 146 |
|